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Merrill Lynch ESP 401k

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
AllianzGI Global Water Fund Institutional ClassAWTIXAU.S. Mid Cap14fund risk1.19%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap17fund risk0.05%
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXCU.S. Large Cap8fund risk0.78%
U.S. Equities - Growth     
Fidelity Advisor New Insights Fund Class AFNIAXDU.S. All Cap - Growth18fund risk0.94%
Goldman Sachs Growth Opportunities Fund Institutional ClassGGOIXCU.S. Mid Cap - Growth19fund risk0.95%
Dreyfus Research Growth Fund, Inc. Class IDWOIXFU.S. All Cap - Growth20fund risk0.84%
Wells Fargo Traditional Small Cap Growth Fund - Class InstEGRYXA--U.S. Small Cap - Growth23fund risk0.98%
Columbia Seligman Communications and Information Fund Class R5SCMIXAU.S. All Cap - Growth25fund risk1.03%
U.S. Equities - Value     
Invesco Equity and Income Fund R5 ClassACEKXCU.S. All Cap - Value11fund risk0.47%
The Hartford Equity Income Fund Class R5HQITXB+U.S. Mega Cap - Value13fund risk0.77%
Fidelity Advisor Equity Income Fund Class AFEIAXCU.S. All Cap - Value14fund risk0.97%
JPMorgan Mid Cap Value Fund Institutional ClassFLMVXCU.S. Mid Cap - Value15fund risk0.74%
Invesco Comstock Fund R5 ClassACSHXFU.S. All Cap - Value16fund risk0.49%
Invesco Energy Fund R5 ClassIENIXFU.S. Mid Cap - Value26fund risk0.79%
Virtus Alternatives Diversifier Fund Class APDPAXCU.S. Mid Cap - Value9fund risk0.58%
Specialty     
Invesco Real Estate Fund R5 ClassIARIXB++U.S. Real Estate18fund risk0.88%
Global & Intl. Equity     
Thornburg International Value Fund Class R5TIVRXBInternational Large Cap - Growth14fund risk0.96%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
PIMCO Low Duration Fund Institutional ClassPTLDXC++Bond - Multi Sector2fund risk0.46%
Wells Fargo Precious Metals Fund - Class InstEKWYXF+U.S. Treasury - Short26fund risk0.78%
MainStay High Yield Corporate Bond Fund Class IMHYIXC++Bond - U.S. High Yield3fund risk0.76%
Franklin Total Return Fund Advisor ClassFBDAXB++Bond - Multi Sector3fund risk0.63%
Goldman Sachs Government Income Fund Institutional SharesGSOIXC++Bond - Multi Sector3fund risk0.58%
Other     
Columbia Large Cap Growth Fund V Class ZNGIPX Other0fund risk0.92%
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